At XPX, learning and networking go hand in hand
XPX Triangle promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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you want to grow or assess your intellectual property portfolio
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You encounter a growing company that needs bookkeeping services. 540.421.7824



you're trying to make the decision of what to do with your company: buy, sell, recapitalize?






You are seeking objective, comprehensive financial planning advice from a fiduciary.



You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.



you need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.



You have CPA questions. Small business accounting, tax planning and tax preparation.



Considering buying or selling a business, franchise, or commercial property.



You need assistance with banking and finance issues.



A friend or client needs full service Opportunity Zone (Tax) Strategies or Investments. Also, contact me when a client is planning to create a substantial capital gain and would like to discuss deferral options and future CG liability forgiveness.